AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$915K
3
+$734K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$608K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$329K

Top Sells

1
+$532K
2
+$344K
3
+$298K
4
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$235K
5
FOXA icon
Fox Class A
FOXA
+$222K

Sector Composition

1 Financials 13.45%
2 Technology 12.08%
3 Healthcare 11.9%
4 Industrials 8.73%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2.52K ﹤0.01%
20
752
$2.51K ﹤0.01%
+50
753
$2.49K ﹤0.01%
+81
754
$2.38K ﹤0.01%
219
755
$2.38K ﹤0.01%
25
756
$2.37K ﹤0.01%
50
757
$2.36K ﹤0.01%
+252
758
$2.24K ﹤0.01%
52
759
$2.23K ﹤0.01%
+33
760
$2.22K ﹤0.01%
46
-66
761
$2.19K ﹤0.01%
216
762
$2.16K ﹤0.01%
106
763
$2.15K ﹤0.01%
35
764
$2.08K ﹤0.01%
+448
765
$2.08K ﹤0.01%
80
766
$2.05K ﹤0.01%
50
767
$2.04K ﹤0.01%
+54
768
$2K ﹤0.01%
500
769
$2K ﹤0.01%
12
-120
770
$1.93K ﹤0.01%
55
771
$1.93K ﹤0.01%
15
772
$1.92K ﹤0.01%
100
773
$1.87K ﹤0.01%
48
774
$1.84K ﹤0.01%
150
775
$1.83K ﹤0.01%
+46
29 30
31
32 33